Fortitude Advisory Group L.L.C. REAX THE REAL BROKERAGE INC

Ownership history in Fortitude Advisory Group L.L.C.  ·  19 quarters on record

AI Ownership Summary

Fortitude Advisory Group L.L.C. reported THE REAL BROKERAGE INC (REAX) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q2. The latest visible filing shows REAX at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Advisory Group L.L.C.'s position in THE REAL BROKERAGE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REAX was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fortitude Advisory Group L.L.C. held REAX — position size vs. price
% of Fund (quarterly)    REAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 62,575 -45,850 -42.3% 0.07% $156K 2026-04-28 $2.22
2025 Q4 UNCHANGED 108,425 0% 0.17% $396K 2026-02-13 $2.72
2025 Q3 ADDED 108,425 +2,730 +2.6% 0.24% $453K 2025-11-05 $3.79
2025 Q2 ADDED 105,695 +24,380 +30.0% 0.27% $477K 2025-07-22 $4.34
2025 Q1 ADDED 81,315 +41,445 +104.0% 0.27% $376K 2025-04-17 $4.67
2024 Q4 REDUCED 37.9% -11.7% 39,870 -24,295 -37.9% 0.11% $183K 2025-01-22 $4.72
2024 Q3 ADDED 64,165 +8,390 +15.0% 0.22% $356K 2024-11-13 $5.26
2024 Q2 ADDED 55,775 +40,775 +271.8% 0.14% $226K 2024-07-25 $5.63
2024 Q1 UNCHANGED 15,000 0% 0.03% $47K 2024-05-02 $4.06
2023 Q4 UNCHANGED 15,000 0% 0.01% $24K 2024-02-06 $2.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Fortitude Advisory Group L.L.C. and REAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortitude Advisory Group L.L.C. reported owning REAX?

Fortitude Advisory Group L.L.C. reported REAX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported REAX position in Fortitude Advisory Group L.L.C.'s portfolio?

The largest reported portfolio weight for REAX was 0.27% in 2025 Q2.

What is the latest reported REAX position on this page?

The most recent filing on this page is 2026 Q1, when Fortitude Advisory Group L.L.C. reported 62,575 shares, equal to 0.07% of portfolio, with an estimated market value of $156K.

What does the chart on this REAX ownership page compare?

The chart compares Fortitude Advisory Group L.L.C.'s quarterly REAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fortitude Advisory Group L.L.C. time their REAX position?

Based on 13F filing dates vs. subsequent REAX price moves, Fortitude Advisory Group L.L.C. correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on REAX relative to SPY over the holding period was -5.1%.

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